Relationships

Fundraising with the 
Personal Touch

Making a personal connection with a donor is easier when you have a complete picture of a person. Bernard Data Management gives you extensive knowledge of your donors and members. Prior to any type of event, telephone call or meeting with your donors you can easily access a full history of all your interactions.

• Extensive list of predefined contact segmentation reports
• Easy to build new reports for special needs
• Simple click on any individual to see details of your relationship
• Lifetime value at your fingertips

Learn more about Bernard Data Management for contacts
 

Bernard Contacts Database

Bernard will give you the details of your relationship to an individual and their relationship to you.

• Details of your last contact with the person
• Summary of their lifetime donation history
• Last 3 events the person attended
• Name they prefer to use
• Spouse and children names and ages
• Significant life events you have collected
• Their interests, business and job summary
• Friends and associations to others you know
• Anything you choose to collect in your database

Bernard Is A Single Database

• Quick access to your fundraising donor, member, constituent contact information
• One database where every person is stored for the lifetime of your relationship
• Collecting all of your relationships with people with one tool
• Grouping people in ways that make sense for you
• Quickly accessing detailed information at a personal level
• A complete history of every interaction with every person
• Collecting your knowledge of important personal events or relationships
• A consistent way to locate contact information
• Reports to see the health of your relationships
• Graphic results to share with stakeholders

Customizable Homepage

Each person in your organization can see a custom view of what they need to do their job
 

• Easy to customize for every job role in your organization
• Over 90 reports to provide you with complete information about your fundraising efforts.
• Your administrator controls the level of information anyone has access to see
• Easy access to the detail information with a single click
• As needs change, each person has control of changing their dashboard reports

Bernard Data Management for Fundraising Professionals

A world class contact and campaign management database with integrated online marketing capabilities

• Automated response capture for Bernard email and web
• Rapid Data Entry for calls, mail, caging and live event contacts
• Built in processes to keep your contacts current and clean
• Extensive list creation queries and tools for reaching out
• Efficiently manage your inventory and affinity programs
• Quickly train new people
• Complete reporting
  • all of your contacts
  • all of your appeals
  • all of your responses
  • one tool to use
  • one storage place